YWM
Yukon Wealth Management Portfolio holdings
AUM $241M
AUM
$241M
AUM Growth
–
Cap. Flow
+$241M
Cap. Flow % of AUM
100%
Top 10 Holdings %Top 10 Hldgs %
51.4%
Holding
102
New
102
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 | $21.4M | |
| 2 | $21M | |
| 3 | $19.4M | |
| 4 | $15.8M | |
| 5 | $12.4M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 19.39% |
| 2 | Financials | 4.69% |
| 3 | Communication Services | 3.1% |
| 4 | Industrials | 2.55% |
| 5 | Consumer Discretionary | 2.48% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $2.25M | 0.93% | 8,172 | New | +$2.25M | |||
| $2.19M | 0.91% | 8,931 | New | +$2.19M | |||
| $2.18M | 0.9% | 23,914 | New | +$2.18M | |||
| $2.05M | 0.85% | 11,984 | New | +$2.05M | |||
| $2.02M | 0.84% | 41,400 | New | +$2.02M | |||
| $2.01M | 0.83% | 21,655 | New | +$2.01M | |||
| $1.91M | 0.79% | 7,392 | New | +$1.91M | |||
| $1.88M | 0.78% | 2,020 | New | +$1.88M | |||
| $1.81M | 0.75% | 7,653 | New | +$1.81M | |||
| $1.68M | 0.7% | 10,841 | New | +$1.68M | |||
| $1.67M | 0.69% | 8,750 | New | +$1.67M | |||
| $1.52M | 0.63% | 4,348 | New | +$1.52M | |||
| $1.4M | 0.58% | 1,700 | New | +$1.4M | |||
| $1.28M | 0.53% | 24,650 | New | +$1.28M | |||
| $1.26M | 0.52% | 23,399 | New | +$1.26M | |||
| $1.22M | 0.51% | 23,912 | New | +$1.22M | |||
| $1.16M | 0.48% | 2,187 | New | +$1.16M | |||
| $1.15M | 0.48% | 2,104 | New | +$1.15M | |||
| $1.13M | 0.47% | 5,460 | New | +$1.13M | |||
| $1.08M | 0.45% | 14,214 | New | +$1.08M | |||
| $1.06M | 0.44% | 12,532 | New | +$1.06M | |||
| $1.05M | 0.44% | 6,294 | New | +$1.05M | |||
| $1.01M | 0.42% | 10,258 | New | +$1.01M | |||
| $967K | 0.4% | 6,882 | New | +$967K | |||
| $879K | 0.37% | 4,351 | New | +$879K |
